QuickBooks Online integration with DripJobs
How to Add new QuickBooks Online customers to DripJobs as leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new QuickBooks Online customers to DripJobs as leads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate DripJobs integrations
DripJobs actions
Nekton can use any feature that is available in DripJobs API.
Using our advanced AI, you can easily create custom automations for DripJobs.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a new Lead
About DripJobs
DripJobs is a Customer Resource Management system designed to help funnel Leads through a strategic process to gain more Jobs and increase revenue.